Topic: Market Commentary
U.S. equities reached an all-time high at the end of October as downside fears abated and risk-on sentiment improved. Among the positives...
Read nowTopic: Market Commentary
The overhang of a U.S.-China trade war has weighed on the risk markets all year. Despite this, equity market returns have been strong in 2019 and the recent news of a “Phase 1” trade deal being negotiated has propelled the S&P 500 to its best returns since 2013. The movement towards a trade deal may also be a sign that the world’s second largest economy, China, may be struggling to maintain...
Read nowTopic: Industry Knowledge | Investment Strategy | Market Commentary | Private Capital
During the week of October 14th, 2019 Commonfund Institute hosted our first Forum outside of the United States in Tokyo, Japan.
Read nowTopic: Market Commentary
An obscure but very large part of the financial markets caused a stir in late September. Lending rates spiked in the repurchase (repo) markets...
Read nowTopic: Market Commentary
Lately, there has been quite a bit of hand-wringing by the financial media about the yield curve inversion. It seems that many prognosticators believe...
Read nowTopic: Industry Knowledge | Investment Strategy | Market Commentary
Commonfund recently hosted a panel discussion focused on the current state of private equity and venture capital, with an emphasis on the investor’s perspective of the industry today.
Read NowTopic: Industry Knowledge | Investment Strategy | Market Commentary
The July Federal Open Markets Committee (FOMC) meeting signaled the end of central bank rate normalization with the first rate cut in more than a decade . . .
Read nowTopic: Market Commentary
Following the July FOMC meeting and with investors digesting the first rate cut since 2008 it is important to recognize that the domestic economy is now...
Read nowTopic: Market Commentary
The valuation premium (forward price/earnings) of defensive stocks versus cyclicals has climbed steadily over the last seven months...
Read nowTopic: Market Commentary
This month we turn our attention to the Stock and Bond Markets. Bond markets’ expectations of U.S. Federal Reserve (Fed) rate cuts...
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